FIDELITY COVINGTON TRUST - FTEC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Added to | 2,100,187 | 466,743 | 1.4% | 1.46% | 1 | +4,587 | 0.22% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,073,520 | 465,857 | 0.03% | 0.03% | 2 | -101,684 | -4.67% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,385,184 | 311,209 | 0.05% | 0.05% | 3 | -55,906 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 1,333,956 | 299,705 | 8.81% | 8.88% | 4 | -28,233 | -2.07% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 715,916 | 160,844 | 0.05% | 0.04% | 5 | +37,577 | 5.54% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 694,702 | 156,078 | 0.04% | 0.04% | 6 | +85,840 | 14.1% | Q4 2025 | Feb 11, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 653,240 | 146,763 | 0.64% | 0.67% | 7 | -36,684 | -5.32% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 647,184 | 145,402 | 0.19% | 0.21% | 8 | -71,459 | -9.94% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 402,846 | 90,507 | 0.14% | 0.18% | 9 | -76,555 | -15.97% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Added to | 365,438 | 82,103 | 0.0% | 0.0% | 10 | +22,833 | 6.66% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 313,356 | 70,401 | 0.04% | 0.05% | 11 | +7,672 | 2.51% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 299,564 | 67,357 | 0.1% | 0.09% | 12 | +4,486 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 278,876 | 62,655 | 1.53% | 1.57% | 13 | +15,626 | 5.94% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 259,819 | 58,373 | 0.15% | 0.13% | 14 | +46,304 | 21.69% | Q4 2025 | Feb 05, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 235,462 | 52,900 | 6.12% | 6.16% | 15 | -3,269 | -1.37% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 215,088 | 48,323 | 0.07% | — | 16 | +215,088 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 187,362 | 42,094 | 0.0% | 0.0% | 17 | +7,216 | 4.01% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 172,938 | 38,853 | 0.16% | 0.31% | 18 | -128,196 | -42.57% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 149,048 | 33,486 | 0.52% | 0.32% | 19 | +62,396 | 72.01% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 142,604 | 32,039 | 0.0% | 0.0% | 20 | -732 | -0.51% | Q4 2025 | Feb 11, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 120,334 | 27,035 | 0.6% | 0.12% | 21 | -21,890 | -15.39% | Q4 2025 | Feb 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 119,811 | 26,917 | 0.02% | 0.02% | 22 | +3,001 | 2.57% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 112,649 | 25,308 | 1.9% | 0.07% | 23 | +108,577 | 2666.43% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Added to | 112,367 | 25,245 | 0.0% | 0.0% | 24 | +3,020 | 2.76% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 110,076 | 24,730 | 0.03% | 0.03% | 25 | +3,949 | 3.72% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 109,081 | 24,507 | 0.01% | 0.01% | 26 | -61,680 | -36.12% | Q4 2025 | Feb 18, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 107,724 | 24,202 | 0.79% | 0.02% | 27 | +104,830 | 3622.32% | Q4 2025 | Jan 20, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 104,900 | 23,568 | 0.2% | 0.21% | 28 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Partners Group, Inc | History | Reduced | 105,465 | 23,514 | 2.72% | 3.0% | 29 | -2,980 | -2.75% | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | Reduced | 100,631 | 22,608 | 1.1% | 0.92% | 30 | -31 | -0.03% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 97,095 | 21,814 | 0.12% | 0.12% | 31 | +934 | 0.97% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 95,979 | 21,563 | 0.12% | 0.09% | 33 | +27,453 | 40.06% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 96,003 | 21,563 | 0.0% | 0.0% | 32 | +18,168 | 23.34% | Q4 2025 | Feb 17, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 95,145 | 21,376 | 1.26% | 0.9% | 34 | -15,212 | -13.78% | Q4 2025 | Feb 09, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 93,646 | 21,039 | 5.65% | 5.56% | 35 | +4,774 | 5.37% | Q4 2025 | Feb 09, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 86,643 | 19,466 | 8.86% | 7.28% | 36 | +17,388 | 25.11% | Q4 2025 | Jan 22, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 86,551 | 19,445 | 5.14% | 5.14% | 37 | +614 | 0.71% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 86,003 | 19,322 | 0.0% | 0.0% | 38 | +4,048 | 4.94% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 81,384 | 18,547 | 4.16% | 3.33% | 39 | +21,099 | 35.0% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 82,201 | 18,468 | 0.0% | — | 40 | +82,201 | New | Q4 2025 | Feb 17, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 80,319 | 18,045 | 4.96% | 5.28% | 41 | +2,284 | 2.93% | Q4 2025 | Jan 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 72,262 | 16,235 | 0.02% | 0.02% | 42 | -6,910 | -8.73% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 65,800 | 14,783 | 0.02% | 0.02% | 43 | +4,994 | 8.21% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 59,203 | 13,301 | 0.19% | 0.21% | 44 | -4,000 | -6.33% | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 56,054 | 12,593 | 4.63% | 5.25% | 45 | -18,496 | -24.81% | Q4 2025 | Feb 05, 2026 |
| King Wealth Management Group | History | Reduced | 53,650 | 12,053 | 1.45% | 1.51% | 46 | -285 | -0.53% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 53,263 | 11,966 | 0.0% | 0.0% | 47 | -7,009 | -11.63% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 53,033 | 11,915 | 0.03% | 0.03% | 48 | -1,180 | -2.18% | Q4 2025 | Feb 13, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 51,948 | 11,671 | 1.3% | 1.33% | 49 | +1,504 | 2.98% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 51,779 | 11,633 | 1.51% | 2.12% | 50 | -19,939 | -27.8% | Q4 2025 | Feb 13, 2026 |
| Bellwether Advisors, LLC | History | New | 51,511 | 11,572 | 1.85% | — | 51 | +51,511 | New | Q4 2025 | Feb 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 49,996 | 11,232 | 0.12% | 0.14% | 52 | -4,799 | -8.76% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,572 | 11,137 | 0.02% | 0.02% | 53 | +14,038 | 39.51% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 48,522 | 10,901 | 0.16% | 0.18% | 54 | -3,991 | -7.6% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 47,412 | 10,652 | 0.04% | 0.07% | 55 | -17,705 | -27.19% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Added to | 46,690 | 10,489 | 0.22% | 0.22% | 56 | +2,322 | 5.23% | Q4 2025 | Feb 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 45,231 | 10,162 | 1.13% | — | 57 | +45,231 | New | Q4 2025 | Feb 13, 2026 |
| Smith Salley Wealth Management | History | Reduced | 45,108 | 10,134 | 0.5% | 0.52% | 58 | -436 | -0.96% | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 42,993 | 9,659 | 1.16% | 1.12% | 59 | +456 | 1.07% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 42,507 | 9,550 | 0.0% | 0.0% | 60 | +4,667 | 12.33% | Q4 2025 | Feb 13, 2026 |
| Marotta Asset Management | History | Added to | 40,843 | 9,176 | 1.7% | 1.43% | 61 | +6,806 | 20.0% | Q4 2025 | Jan 07, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 40,095 | 9,008 | 4.16% | 4.3% | 62 | -1,176 | -2.85% | Q4 2025 | Jan 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 38,535 | 8,657 | 0.21% | 0.21% | 63 | -426 | -1.09% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Reduced | 38,136 | 8,568 | 0.02% | 0.03% | 64 | -20,855 | -35.35% | Q4 2025 | Jan 23, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 37,405 | 8,403 | 0.45% | 0.48% | 65 | -591 | -1.56% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 37,092 | 8,333 | 0.0% | 0.0% | 66 | +29,192 | 369.52% | Q4 2025 | Feb 12, 2026 |
| Claro Advisors Inc. | History | Added to | 36,641 | 8,232 | 1.12% | 1.07% | 67 | +3,566 | 10.78% | Q4 2025 | Feb 17, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 36,591 | 8,221 | 4.92% | 7.51% | 68 | -16,564 | -31.16% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 35,724 | 8,026 | 0.01% | 0.01% | 69 | +1,699 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 33,032 | 7,974 | 0.22% | 0.21% | 70 | -238 | -0.72% | Q4 2025 | Jan 30, 2026 |
| Adams Wealth Management | History | Added to | 34,463 | 7,742 | 1.65% | 1.47% | 71 | +3,651 | 11.85% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Added to | 34,463 | 7,742 | 1.43% | 1.38% | 72 | +3,651 | 11.85% | Q4 2025 | Feb 18, 2026 |
| Crumly & Associates Inc. | History | Added to | 34,392 | 7,726 | 1.62% | 1.65% | 73 | +467 | 1.38% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 32,631 | 7,331 | 0.19% | 0.2% | 74 | -802 | -2.4% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 32,267 | 7,249 | 0.22% | 0.2% | 75 | +2,853 | 9.7% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,265 | 7,024 | 0.04% | 0.03% | 76 | -1,635 | -4.97% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 30,402 | 6,816 | 0.01% | 0.01% | 77 | +1,534 | 5.31% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 30,000 | 6,740 | 0.5% | 0.47% | 78 | -1,014 | -3.27% | Q4 2025 | Jan 23, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Added to | 29,852 | 6,706 | 9.72% | 8.18% | 79 | +8,403 | 39.18% | Q4 2025 | Jan 28, 2026 |
| Financial Perspectives, Inc | History | Added to | 29,120 | 6,542 | 1.76% | 1.76% | 80 | +595 | 2.09% | Q4 2025 | Jan 28, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 28,791 | 6,468 | 5.65% | 6.61% | 81 | -586 | -1.99% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,288 | 6,465 | 0.01% | 0.01% | 82 | +1,754 | 6.61% | Q4 2025 | Jan 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 28,765 | 6,462 | 0.04% | 0.01% | 83 | +24,730 | 612.89% | Q4 2025 | Feb 17, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 26,584 | 5,972 | 4.01% | 4.03% | 84 | +107 | 0.4% | Q4 2025 | Feb 11, 2026 |
| High Point Wealth Management, LLC | History | New | 25,838 | 5,805 | 5.45% | — | 85 | +25,838 | New | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 25,756 | 5,786 | 0.03% | 0.0% | 86 | +24,321 | 1694.84% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 25,059 | 5,630 | 0.07% | 0.07% | 87 | -60 | -0.24% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 23,898 | 5,369 | 0.04% | 0.04% | 88 | -79 | -0.33% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,755 | 5,336 | 0.0% | 0.0% | 89 | +4,777 | 25.17% | Q4 2025 | Feb 17, 2026 |
| Capital Planning LLC | History | Added to | 23,652 | 5,333 | 1.49% | 1.52% | 90 | +177 | 0.75% | Q4 2025 | Jan 23, 2026 |
| LYNCH & ASSOCIATES/IN | History | Reduced | 23,677 | 5,319 | 1.01% | 1.02% | 91 | -5 | -0.02% | Q4 2025 | Jan 07, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 23,549 | 5,290 | 0.35% | 0.35% | 92 | -241 | -1.01% | Q4 2025 | Jan 16, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 22,431 | 5,039 | 0.38% | 0.4% | 93 | -621 | -2.69% | Q4 2025 | Jan 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 22,219 | 4,992 | 0.07% | — | 94 | +22,219 | New | Q4 2025 | Feb 06, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 21,596 | 4,851 | 0.81% | 0.61% | 95 | +7,515 | 53.37% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 21,418 | 4,811 | 0.0% | 0.0% | 96 | -2,489 | -10.41% | Q4 2025 | Feb 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 21,049 | 4,729 | 0.23% | 0.32% | 97 | +173 | 0.83% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,777 | 4,678 | 0.12% | 0.13% | 98 | +263 | 1.28% | Q4 2025 | Jan 28, 2026 |
| Investment Advisory Services Group LLC | History | New | 20,789 | 4,670 | 4.15% | — | 99 | +20,789 | New | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,606 | 4,629 | 0.09% | 0.1% | 100 | +432 | 2.14% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,393 | 4,582 | 0.08% | 0.08% | 101 | -655 | -3.11% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,355 | 4,573 | 0.03% | 0.04% | 102 | -569 | -2.72% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 19,935 | 4,478 | 0.09% | 0.11% | 103 | +214 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Maxele Advisors, LLC | History | Added to | 19,785 | 4,445 | 3.61% | 3.69% | 104 | +555 | 2.89% | Q4 2025 | Feb 05, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 19,604 | 4,404 | 2.8% | 2.9% | 105 | -423 | -2.11% | Q4 2025 | Feb 05, 2026 |
| Mokosak Advisory Group, LLC | History | Reduced | 19,540 | 4,389 | 1.1% | 1.14% | 106 | -139 | -0.71% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,826 | 4,229 | 0.0% | 0.0% | 107 | +3,126 | 19.91% | Q4 2025 | Mar 25, 2026 |
| Allworth Financial LP | History | New | 18,467 | 4,148 | 0.02% | — | 108 | +18,467 | New | Q4 2025 | Feb 05, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 18,270 | 4,104 | 3.19% | — | 109 | +18,270 | New | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 18,104 | 4,067 | 0.14% | 0.15% | 110 | -93 | -0.51% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 18,015 | 4,047 | 0.27% | 0.28% | 111 | -184 | -1.01% | Q4 2025 | Feb 20, 2026 |
| Oxford Wealth Group, LLC | History | New | 17,769 | 3,992 | 1.94% | — | 112 | +17,769 | New | Q4 2025 | Feb 10, 2026 |
| Alliance Private Wealth, LLC | History | New | 17,903 | 3,931 | 1.37% | — | 113 | +17,903 | New | Q4 2025 | Feb 13, 2026 |
| JBR Co Financial Management Inc | History | Added to | 17,363 | 3,900 | 1.63% | 1.51% | 114 | +1,322 | 8.24% | Q4 2025 | Jan 06, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 17,250 | 3,875 | 3.04% | 2.94% | 115 | +553 | 3.31% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 17,115 | 3,845 | 0.17% | 0.18% | 116 | -465 | -2.65% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 17,113 | 3,844 | 0.31% | 0.31% | 117 | +16 | 0.09% | Q4 2025 | Feb 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 16,918 | 3,800 | 0.5% | — | 118 | +16,918 | New | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 16,768 | 3,767 | 0.0% | 0.0% | 119 | +2,624 | 18.55% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,765 | 3,766 | 0.03% | 0.0% | 120 | +15,089 | 900.3% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 16,740 | 3,761 | 0.04% | 0.05% | 121 | -1,597 | -8.71% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 16,609 | 3,731 | 0.09% | 0.1% | 122 | -491 | -2.87% | Q4 2025 | Feb 17, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 16,516 | 3,710 | 1.48% | 1.54% | 123 | -216 | -1.29% | Q4 2025 | Jan 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,325 | 3,667 | 0.16% | 0.16% | 124 | -1,104 | -6.33% | Q4 2025 | Feb 17, 2026 |
| Stonebrook Private Inc. | History | Reduced | 16,215 | 3,642 | 0.76% | 0.78% | 125 | -139 | -0.85% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 16,026 | 3,601 | 0.01% | 0.01% | 126 | -818 | -4.86% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,781 | 3,545 | 0.0% | 0.0% | 127 | +1,072 | 7.29% | Q4 2025 | Feb 17, 2026 |
| Secure Asset Management, LLC | History | Added to | 15,744 | 3,537 | 0.55% | 0.57% | 128 | +231 | 1.49% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 15,728 | 3,533 | 0.1% | — | 129 | +15,728 | New | Q4 2025 | Feb 13, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 15,663 | 3,518 | 2.45% | 2.38% | 130 | +833 | 5.62% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,372 | 3,453 | 0.04% | 0.04% | 131 | -835 | -5.15% | Q4 2025 | Jan 20, 2026 |
| Eley Financial Management, Inc | History | Reduced | 15,368 | 3,452 | 1.24% | 1.25% | 132 | -224 | -1.44% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,398 | 3,234 | 0.02% | — | 133 | +14,398 | New | Q4 2025 | Feb 18, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 14,041 | 3,154 | 0.09% | 0.2% | 134 | -659 | -4.48% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 13,602 | 3,055 | 0.05% | 0.04% | 135 | +2,784 | 25.73% | Q4 2025 | Feb 17, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 13,322 | 2,993 | 1.5% | 1.52% | 136 | -231 | -1.7% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,076 | 2,938 | 0.02% | 0.03% | 137 | -5,509 | -29.64% | Q4 2025 | Jan 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 13,074 | 2,937 | 0.15% | 0.15% | 138 | +814 | 6.64% | Q4 2025 | Mar 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 12,984 | 2,917 | 0.28% | 0.19% | 139 | +4,299 | 49.5% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 12,797 | 2,875 | 0.06% | 0.08% | 140 | -4,207 | -24.74% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,791 | 2,873 | 0.01% | 0.01% | 141 | +435 | 3.52% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,657 | 2,843 | 0.07% | 0.04% | 142 | +6,242 | 97.3% | Q4 2025 | Feb 02, 2026 |
| Jacobs Equity LLC | History | New | 12,434 | 2,793 | 2.69% | — | 143 | +12,434 | New | Q4 2025 | Feb 19, 2026 |
| SPINNAKER TRUST | History | Reduced | 12,317 | 2,767 | 0.15% | 0.15% | 144 | -7 | -0.06% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,200 | 2,740 | 0.0% | 0.0% | 145 | -1,400 | -10.29% | Q4 2025 | Feb 17, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 12,110 | 2,720 | 0.3% | 0.28% | 146 | -435 | -3.47% | Q4 2025 | Feb 03, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 11,674 | 2,622 | 0.93% | 0.94% | 147 | -667 | -5.4% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 11,508 | 2,586 | 0.0% | 0.0% | 148 | -952 | -7.64% | Q4 2025 | Mar 09, 2026 |
| JSF Financial, LLC | History | Added to | 11,398 | 2,560 | 0.53% | 0.33% | 149 | +4,707 | 70.35% | Q4 2025 | Feb 04, 2026 |
| Certified Advisory Corp | History | Added to | 11,236 | 2,524 | 0.23% | 0.15% | 150 | +4,326 | 62.6% | Q4 2025 | Jan 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 11,175 | 2,510 | 0.12% | 0.09% | 151 | +3,643 | 48.37% | Q4 2025 | Jan 12, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 11,043 | 2,481 | 1.11% | — | 153 | +11,043 | New | Q4 2025 | Feb 06, 2026 |
| Buttonwood Financial Group, LLC | History | New | 10,924 | 2,481 | 1.32% | — | 152 | +10,924 | New | Q4 2025 | Jan 13, 2026 |
| Cooper Financial Group | History | Reduced | 11,010 | 2,473 | 0.26% | 0.29% | 154 | -781 | -6.62% | Q4 2025 | Jan 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 10,995 | 2,470 | 0.03% | 0.03% | 155 | +38 | 0.35% | Q4 2025 | Jan 30, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,821 | 2,431 | 0.72% | 0.7% | 156 | +128 | 1.2% | Q4 2025 | Jan 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,654 | 2,393 | 0.01% | 0.01% | 157 | -70 | -0.65% | Q4 2025 | Jan 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 10,635 | 2,389 | 1.64% | 1.51% | 158 | +996 | 10.33% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,465 | 2,351 | 0.08% | 0.12% | 159 | -920 | -8.08% | Q4 2025 | Jan 20, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,350 | 2,325 | 0.03% | 0.03% | 160 | -54 | -0.52% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 10,310 | 2,316 | 0.24% | 0.24% | 161 | +419 | 4.24% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 10,020 | 2,251 | 0.27% | — | 162 | +10,020 | New | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,667 | 2,171 | 0.08% | 0.14% | 163 | +172 | 1.81% | Q4 2025 | Feb 04, 2026 |
| NWAM LLC | History | Reduced | 9,550 | 2,166 | 0.12% | 0.12% | 164 | -164 | -1.69% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 9,460 | 2,125 | 0.01% | — | 166 | +9,460 | New | Q4 2025 | Feb 13, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 9,459 | 2,125 | 0.4% | 0.43% | 165 | +14 | 0.15% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 9,297 | 2,088 | 0.03% | 0.03% | 167 | +1,274 | 15.88% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Added to | 9,152 | 2,056 | 0.04% | 0.04% | 168 | +322 | 3.65% | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 9,104 | 2,045 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,885 | 1,996 | 0.07% | 0.07% | 170 | +74 | 0.84% | Q4 2025 | Jan 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,619 | 1,936 | 0.06% | 0.06% | 171 | -170 | -1.93% | Q4 2025 | Jan 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,581 | 1,927 | 0.28% | 0.27% | 172 | +780 | 10.0% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,399 | 1,887 | 0.0% | 0.0% | 173 | -409 | -4.64% | Q4 2025 | Feb 02, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 8,378 | 1,882 | 0.33% | 0.32% | 174 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,223 | 1,847 | 0.03% | 0.05% | 175 | -3,110 | -27.44% | Q4 2025 | Feb 17, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 8,173 | 1,836 | 0.86% | 0.93% | 176 | -621 | -7.06% | Q4 2025 | Feb 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,149 | 1,830 | 0.06% | 0.06% | 177 | -132 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 8,145 | 1,829 | 0.12% | 0.1% | 178 | +1,446 | 21.59% | Q4 2025 | Apr 02, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 7,965 | 1,789 | 0.56% | 0.59% | 179 | -93 | -1.15% | Q4 2025 | Jan 12, 2026 |
| EVERPAR ADVISORS LLC | History | New | 7,909 | 1,776 | 0.66% | — | 180 | +7,909 | New | Q4 2025 | Jan 07, 2026 |
| GTS SECURITIES LLC | History | New | 7,735 | 1,737 | 0.06% | — | 181 | +7,735 | New | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 7,729 | 1,736 | 0.03% | 0.02% | 182 | +3,798 | 96.62% | Q4 2025 | Feb 06, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,712 | 1,732 | 0.47% | 0.47% | 183 | -131 | -1.67% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,665 | 1,722 | 0.02% | 0.02% | 184 | +696 | 9.99% | Q4 2025 | Jan 23, 2026 |
| CAP Partners, LLC | History | Added to | 7,666 | 1,722 | 0.98% | 0.96% | 185 | +37 | 0.48% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 36,217 | 1,718 | 0.04% | 0.15% | 186 | +1,269 | 3.63% | Q4 2025 | Feb 11, 2026 |
| Silver Lake Advisory, LLC | History | New | 7,611 | 1,709 | 0.66% | — | 187 | +7,611 | New | Q4 2025 | Jan 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,545 | 1,695 | 0.04% | 0.05% | 188 | -1,394 | -15.59% | Q4 2025 | Feb 06, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 7,520 | 1,689 | 1.4% | 1.35% | 189 | +89 | 1.2% | Q4 2025 | Jan 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 7,310 | 1,642 | 0.14% | 0.14% | 190 | +110 | 1.53% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Reduced | 7,265 | 1,632 | 0.05% | 0.06% | 192 | -33 | -0.45% | Q4 2025 | Jan 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 7,265 | 1,632 | 0.1% | 0.12% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | Reduced | 7,228 | 1,624 | 0.3% | 0.3% | 193 | -122 | -1.66% | Q4 2025 | Jan 06, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,104 | 1,596 | 0.04% | — | 194 | +7,104 | New | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,009 | 1,575 | 0.05% | 0.04% | 195 | +2,006 | 40.1% | Q4 2025 | Feb 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 6,789 | 1,550 | 0.16% | 0.16% | 196 | +303 | 4.67% | Q4 2025 | Jan 12, 2026 |
| CERTUITY, LLC | History | Added to | 6,826 | 1,533 | 0.1% | 0.09% | 197 | +718 | 11.76% | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,819 | 1,531 | 0.0% | 0.0% | 198 | -53 | -0.77% | Q4 2025 | Feb 17, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 6,643 | 1,492 | 1.2% | 1.26% | 199 | -152 | -2.24% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Added to | 6,623 | 1,488 | 0.05% | 0.05% | 200 | +227 | 3.55% | Q4 2025 | Jan 27, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 6,614 | 1,476 | 0.44% | 0.45% | 201 | +521 | 8.55% | Q4 2025 | Feb 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 6,463 | 1,452 | 0.39% | 0.38% | 202 | +203 | 3.24% | Q4 2025 | Jan 28, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 6,303 | 1,416 | 0.38% | 0.43% | 203 | +56 | 0.9% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,236 | 1,401 | 0.08% | 0.06% | 204 | +24 | 0.39% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 6,206 | 1,394 | 0.01% | 0.01% | 205 | -285 | -4.39% | Q4 2025 | Jan 29, 2026 |
| Canton Hathaway, LLC | History | Reduced | 6,145 | 1,380 | 0.27% | 0.27% | 206 | -100 | -1.6% | Q4 2025 | Jan 21, 2026 |
| Claris Financial LLC | History | New | 6,032 | 1,355 | 0.72% | — | 207 | +6,032 | New | Q4 2025 | Feb 19, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 5,958 | 1,338 | 0.17% | 0.19% | 208 | -52 | -0.87% | Q4 2025 | Feb 04, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 5,944 | 1,335 | 0.76% | 0.8% | 209 | -147 | -2.41% | Q4 2025 | Jan 06, 2026 |
| CWM, LLC | History | Added to | 5,866 | 1,318 | 0.0% | 0.0% | 210 | +3 | 0.05% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,860 | 1,316 | 0.01% | 0.0% | 211 | +3,541 | 152.7% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,846 | 1,313 | 0.02% | 0.01% | 212 | +774 | 15.26% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,757 | 1,293 | 0.07% | 0.06% | 213 | +1,472 | 34.35% | Q4 2025 | Feb 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,647 | 1,278 | 0.11% | 0.12% | 214 | -11 | -0.19% | Q4 2025 | Jan 20, 2026 |
| Csenge Advisory Group | History | Added to | 5,670 | 1,273 | 0.06% | 0.06% | 215 | +157 | 2.85% | Q4 2025 | Feb 06, 2026 |
| BCS Wealth Management | History | Added to | 5,622 | 1,263 | 0.13% | 0.14% | 216 | +2,804 | 99.5% | Q4 2025 | Jan 26, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 5,522 | 1,240 | 0.55% | 1.45% | 217 | -11,024 | -66.63% | Q4 2025 | Jan 30, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 5,422 | 1,218 | 0.43% | 0.44% | 218 | -93 | -1.69% | Q4 2025 | Jan 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,334 | 1,216 | 0.06% | — | 219 | +5,334 | New | Q4 2025 | Feb 03, 2026 |
| SVB WEALTH LLC | History | Added to | 5,405 | 1,214 | 0.07% | 0.06% | 220 | +1 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,335 | 1,198 | 0.07% | 0.06% | 221 | +452 | 9.26% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,286 | 1,187 | 0.01% | 0.01% | 222 | +658 | 14.22% | Q4 2025 | Jan 26, 2026 |
| Redwood Financial Network Corp | History | Added to | 5,282 | 1,186 | 0.76% | 0.58% | 223 | +1,185 | 28.92% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,121 | 1,150 | 0.03% | 0.03% | 224 | -14 | -0.27% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,080 | 1,141 | 0.02% | 0.02% | 225 | +545 | 12.02% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,060 | 1,136 | 0.0% | 0.0% | 226 | -106 | -2.05% | Q4 2025 | Feb 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 4,995 | 1,122 | 0.51% | 0.58% | 227 | -427 | -7.88% | Q4 2025 | Jan 16, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 4,987 | 1,120 | 0.25% | 0.26% | 228 | -108 | -2.12% | Q4 2025 | Jan 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,890 | 1,109 | 0.07% | 0.08% | 229 | +141 | 2.97% | Q4 2025 | Jan 15, 2026 |
| OneAscent Financial Services LLC | History | New | 4,914 | 1,103 | 0.1% | — | 230 | +4,914 | New | Q4 2025 | Feb 11, 2026 |
| Applied Capital LLC | History | Added to | 4,912 | 1,103 | 0.42% | 0.42% | 231 | +231 | 4.93% | Q4 2025 | Jan 16, 2026 |
| Belvedere Trading LLC | History | New | 4,900 | 1,100 | 0.0% | — | 232 | +4,900 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,891 | 1,098 | 0.02% | 0.02% | 233 | +476 | 10.78% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Added to | 4,881 | 1,096 | 0.04% | 0.04% | 234 | +219 | 4.7% | Q4 2025 | Feb 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,820 | 1,082 | 0.0% | 0.01% | 235 | -3,380 | -41.22% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,754 | 1,068 | 0.0% | 0.0% | 236 | +450 | 10.46% | Q4 2025 | Feb 12, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 4,732 | 1,063 | 0.2% | 0.21% | 237 | -130 | -2.67% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,695 | 1,054 | 0.0% | 0.0% | 238 | +547 | 13.19% | Q4 2025 | Mar 16, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,515 | 1,014 | 0.78% | 0.77% | 239 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Williams & Novak, LLC | History | Reduced | 4,472 | 1,004 | 0.76% | 0.8% | 240 | -200 | -4.28% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,432 | 995 | 0.02% | 0.01% | 241 | +1,216 | 37.81% | Q4 2025 | Feb 11, 2026 |
| Financial Freedom, LLC | History | Added to | 4,379 | 983 | 0.49% | 0.48% | 242 | +16 | 0.37% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,332 | 973 | 0.03% | 0.03% | 244 | +386 | 9.78% | Q4 2025 | Jan 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 4,331 | 973 | 0.35% | 0.37% | 243 | -81 | -1.84% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,327 | 972 | 0.01% | 0.01% | 245 | +275 | 6.79% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,314 | 969 | 0.0% | 0.0% | 246 | +207 | 5.04% | Q4 2025 | Feb 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,302 | 967 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 4,279 | 961 | 0.13% | 0.49% | 248 | +400 | 10.31% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Reduced | 4,221 | 948 | 0.01% | 0.01% | 249 | -350 | -7.66% | Q4 2025 | Jan 15, 2026 |
| Blue Trust, Inc. | History | Added to | 4,169 | 936 | 0.01% | 0.01% | 250 | +6 | 0.14% | Q4 2025 | Jan 16, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 4,103 | 921 | 0.75% | — | 251 | +4,103 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 4,093 | 919 | 0.01% | 0.01% | 252 | +493 | 13.69% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 4,033 | 906 | 0.07% | — | 253 | +4,033 | New | Q4 2025 | Mar 04, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 4,017 | 902 | 0.18% | 0.2% | 254 | -573 | -12.48% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 3,999 | 898 | 0.03% | 0.04% | 255 | -867 | -17.82% | Q4 2025 | Jan 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,948 | 886 | 0.0% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,925 | 881 | 0.02% | 0.02% | 257 | +18 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 3,774 | 847 | 0.5% | 0.56% | 258 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,742 | 840 | 0.01% | 0.01% | 259 | -8 | -0.21% | Q4 2025 | Jan 26, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 3,728 | 837 | 0.37% | 0.38% | 260 | -61 | -1.61% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,679 | 827 | 0.04% | 0.04% | 261 | +197 | 5.66% | Q4 2025 | Feb 13, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 3,657 | 821 | 0.63% | 0.94% | 262 | -2,762 | -43.03% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 3,620 | 813 | 0.0% | 0.0% | 263 | +617 | 20.55% | Q4 2025 | Feb 11, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 3,623 | 813 | 0.14% | 0.13% | 264 | -114 | -3.05% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,616 | 812 | 0.0% | 0.01% | 265 | -485 | -11.83% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 3,579 | 804 | 0.01% | 0.0% | 266 | +1,288 | 56.22% | Q4 2025 | Feb 03, 2026 |
| Fulcrum Equity Management | History | Added to | 3,547 | 796 | 0.76% | 0.44% | 267 | +1,588 | 81.06% | Q4 2025 | Jan 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,521 | 791 | 0.01% | 0.01% | 268 | -1,079 | -23.46% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 3,472 | 780 | 0.01% | 0.01% | 269 | +4 | 0.12% | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,463 | 778 | 0.13% | — | 270 | +3,463 | New | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | New | 3,462 | 777 | 0.01% | — | 271 | +3,462 | New | Q4 2025 | Jan 13, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 3,447 | 774 | 0.45% | 0.49% | 272 | -27 | -0.78% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,337 | 749 | 0.0% | 0.0% | 273 | -1,446 | -30.23% | Q4 2025 | Feb 06, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 746 | 0.32% | 0.3% | 274 | -3,304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 3,307 | 743 | 0.01% | 0.01% | 275 | +25 | 0.76% | Q4 2025 | Feb 05, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 3,297 | 740 | 0.17% | 0.15% | 276 | -40 | -1.2% | Q4 2025 | Feb 02, 2026 |
| Hardy Reed LLC | History | Reduced | 3,284 | 737 | 0.05% | 0.07% | 277 | -726 | -18.1% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,259 | 732 | 0.0% | 0.0% | 278 | +162 | 5.23% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 3,245 | 729 | 0.5% | 0.48% | 279 | +338 | 11.63% | Q4 2025 | Feb 02, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 3,217 | 722 | 0.04% | 0.02% | 280 | +1,802 | 127.35% | Q4 2025 | Jan 23, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 3,200 | 718 | 0.45% | 0.44% | 281 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,190 | 716 | 0.0% | 0.0% | 282 | -75 | -2.3% | Q4 2025 | Jan 30, 2026 |
| Perkins Coie Trust Co | History | New | 3,180 | 714 | 0.13% | — | 283 | +3,180 | New | Q4 2025 | Jan 12, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 3,137 | 704 | 0.32% | 0.32% | 284 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SFMG, LLC | History | Added to | 3,133 | 703 | 0.05% | 0.04% | 285 | +553 | 21.43% | Q4 2025 | Feb 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 3,123 | 701 | 0.19% | 0.21% | 286 | -133 | -4.08% | Q4 2025 | Jan 12, 2026 |
| VCI Wealth Management LLC | History | Reduced | 3,094 | 695 | 0.19% | 0.36% | 287 | -2,223 | -41.81% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,093 | 694 | 0.02% | 0.04% | 288 | -2,767 | -47.22% | Q4 2025 | Feb 19, 2026 |
| Alchemi Wealth, LLC | History | New | 3,078 | 691 | 0.38% | — | 289 | +3,078 | New | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 3,072 | 690 | 0.05% | 0.05% | 290 | -250 | -7.53% | Q4 2025 | Jan 08, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 3,101 | 684 | 0.41% | 0.48% | 291 | +173 | 5.91% | Q4 2025 | Feb 27, 2026 |
| Bawa N Mallick Trust | History | No change | 3,000 | 674 | 0.25% | 0.25% | 292 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,989 | 671 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,980 | 669 | 0.22% | 0.22% | 294 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,955 | 663 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LJI Wealth Management, LLC | History | Added to | 2,950 | 662 | 0.1% | 0.11% | 296 | +35 | 1.2% | Q4 2025 | Feb 03, 2026 |
| Veltria Advisors Corp. | History | No change | 2,906 | 657 | 2.86% | 2.84% | 297 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,895 | 650 | 0.03% | 0.03% | 298 | -92 | -3.08% | Q4 2025 | Jan 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,891 | 649 | 0.01% | 0.01% | 299 | +746 | 34.78% | Q4 2025 | Jan 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,877 | 646 | 0.03% | 0.03% | 300 | -13 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,874 | 645 | 0.0% | 0.0% | 301 | +62 | 2.2% | Q4 2025 | Jan 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 2,852 | 640 | 0.09% | 0.05% | 302 | +1,281 | 81.54% | Q4 2025 | Jan 14, 2026 |
| Madison Wealth Partners, Inc | History | No change | 2,843 | 638 | 0.12% | 0.12% | 303 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 2,810 | 631 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Balance Wealth, LLC | History | Added to | 2,791 | 627 | 0.2% | 0.15% | 305 | +71 | 2.61% | Q4 2025 | Jan 21, 2026 |
| Catalina Capital Group, LLC | History | Added to | 2,726 | 612 | 0.37% | 0.37% | 306 | +3 | 0.11% | Q4 2025 | Jan 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,718 | 610 | 0.0% | 0.0% | 307 | +47 | 1.76% | Q4 2025 | Feb 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,697 | 605 | 0.03% | 0.03% | 308 | -63 | -2.28% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 2,692 | 604 | 0.01% | — | 310 | +2,692 | New | Q4 2025 | Feb 11, 2026 |
| River Wealth Advisors LLC | History | Reduced | 2,690 | 604 | 0.07% | 0.07% | 309 | -80 | -2.89% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | New | 2,659 | 597 | 0.13% | — | 311 | +2,659 | New | Q4 2025 | Jan 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 2,643 | 593 | 0.13% | 0.13% | 313 | +31 | 1.19% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 2,641 | 593 | 0.03% | 0.03% | 312 | +2 | 0.08% | Q4 2025 | Jan 20, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 2,638 | 592 | 0.01% | 0.01% | 314 | +483 | 22.41% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 2,621 | 588 | 0.08% | 0.07% | 315 | +92 | 3.64% | Q4 2025 | Feb 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 2,612 | 586 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Piscataqua Savings Bank | History | New | 2,608 | 585 | 0.41% | — | 317 | +2,608 | New | Q4 2025 | Jan 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,603 | 584 | 0.28% | 0.26% | 318 | +213 | 8.91% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | No change | 2,597 | 583 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 2,593 | 582 | 0.02% | 0.02% | 320 | -166 | -6.02% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,588 | 581 | 0.0% | 0.0% | 321 | +172 | 7.12% | Q4 2025 | Feb 12, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 2,575 | 578 | 0.09% | 0.1% | 322 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| StoneX Group Inc. | History | Added to | 2,556 | 574 | 0.02% | 0.01% | 323 | +1,203 | 88.91% | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | No change | 2,554 | 573 | 0.21% | 0.19% | 324 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,547 | 572 | 0.01% | 0.01% | 325 | +90 | 3.66% | Q4 2025 | Jan 29, 2026 |
| FORMULATE FINANCIAL LLC | History | New | 2,537 | 569 | 0.67% | — | 327 | +2,537 | New | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,534 | 569 | 0.0% | 0.0% | 326 | +40 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,531 | 568 | 0.01% | 0.01% | 328 | +639 | 33.77% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,509 | 563 | 0.01% | 0.01% | 329 | -159 | -5.96% | Q4 2025 | Feb 04, 2026 |
| BIP Wealth, LLC | History | Reduced | 2,490 | 559 | 0.02% | 0.03% | 330 | -403 | -13.93% | Q4 2025 | Jan 21, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,487 | 558 | 0.11% | 0.1% | 331 | +49 | 2.01% | Q4 2025 | Feb 12, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 2,464 | 553 | 0.06% | 0.06% | 332 | +1 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 2,462 | 553 | 0.19% | 0.19% | 333 | +1 | 0.04% | Q4 2025 | Feb 04, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 2,459 | 552 | 0.6% | — | 335 | +2,459 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,458 | 552 | 0.0% | 0.0% | 334 | +424 | 20.85% | Q4 2025 | Feb 18, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,442 | 548 | 0.0% | 0.01% | 336 | -2,440 | -49.98% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Added to | 2,425 | 544 | 0.02% | 0.02% | 337 | +50 | 2.11% | Q4 2025 | Feb 09, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,400 | 539 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 2,365 | 531 | 0.11% | — | 340 | +2,365 | New | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Reduced | 2,367 | 531 | 0.01% | 0.04% | 339 | -1,233 | -34.25% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 2,348 | 527 | 0.0% | — | 341 | +2,348 | New | Q4 2025 | Feb 05, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 2,325 | 522 | 0.39% | 0.4% | 342 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 2,321 | 521 | 0.4% | — | 343 | +2,321 | New | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,317 | 520 | 0.0% | 0.0% | 344 | -1,031 | -30.79% | Q4 2025 | Jan 30, 2026 |
| Apriem Advisors | History | No change | 2,300 | 516 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,296 | 515 | 0.02% | 0.02% | 346 | +138 | 6.39% | Q4 2025 | Jan 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,290 | 514 | 0.02% | 0.04% | 347 | -979 | -29.95% | Q4 2025 | Feb 13, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 2,288 | 514 | 0.34% | 0.34% | 348 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,280 | 512 | 0.02% | 0.02% | 349 | +156 | 7.34% | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | Added to | 2,272 | 510 | 0.04% | 0.04% | 350 | +840 | 58.66% | Q4 2025 | Jan 21, 2026 |
| Capital Management Associates, Inc | History | Added to | 2,260 | 507 | 0.11% | 0.12% | 352 | +260 | 13.0% | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 2,257 | 507 | 0.04% | 0.03% | 351 | +251 | 12.51% | Q4 2025 | Feb 18, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,240 | 503 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Altus Wealth Group LLC | History | Reduced | 2,215 | 497 | 0.2% | 0.24% | 354 | -374 | -14.45% | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 2,204 | 495 | 0.11% | 0.11% | 355 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 2,149 | 483 | 0.32% | 0.45% | 356 | -1,455 | -40.37% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,153 | 483 | 0.05% | 0.05% | 358 | +554 | 34.65% | Q4 2025 | Feb 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 2,152 | 483 | 0.03% | 0.04% | 357 | -451 | -17.33% | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,148 | 482 | 0.02% | 0.03% | 359 | -25 | -1.15% | Q4 2025 | Feb 10, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 2,108 | 473 | 0.27% | 0.27% | 360 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BlackRock, Inc. | History | Added to | 2,093 | 470 | 0.0% | 0.0% | 361 | +1,303 | 164.94% | Q4 2025 | Feb 12, 2026 |
| Linscomb Wealth, Inc. | History | No change | 2,080 | 467 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset One Wealth Management LLC | History | New | 2,054 | 461 | 0.06% | — | 363 | +2,054 | New | Q4 2025 | Feb 17, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,050 | 460 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 2,041 | 458 | 0.07% | 0.05% | 365 | +409 | 25.06% | Q4 2025 | Feb 04, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,038 | 457 | 0.06% | 0.06% | 366 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 2,015 | 452 | 0.13% | 0.12% | 367 | +136 | 7.24% | Q4 2025 | Jan 20, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,007 | 450 | 0.0% | 0.0% | 368 | +176 | 9.61% | Q4 2025 | Jan 13, 2026 |
| Independent Wealth Network Inc. | History | No change | 1,999 | 449 | 0.14% | 0.14% | 369 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| True Link Financial Advisors, LLC | History | New | 1,987 | 446 | 0.03% | — | 370 | +1,987 | New | Q4 2025 | Jan 29, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,981 | 445 | 0.02% | 0.02% | 371 | -21 | -1.05% | Q4 2025 | Jan 21, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,971 | 442 | 0.13% | — | 372 | +1,971 | New | Q4 2025 | Feb 13, 2026 |
| Rise Advisors, LLC | History | Reduced | 1,952 | 438 | 0.16% | 0.17% | 373 | -161 | -7.62% | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,953 | 438 | 0.13% | 0.43% | 374 | -28 | -1.41% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 1,946 | 437 | 0.03% | 0.03% | 375 | -552 | -22.1% | Q4 2025 | Feb 17, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 1,938 | 436 | 0.22% | 0.24% | 376 | -14 | -0.72% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 1,889 | 427 | 0.01% | 0.02% | 377 | -151 | -7.4% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,897 | 426 | 0.02% | 0.02% | 378 | +378 | 24.88% | Q4 2025 | Feb 05, 2026 |
| Choate Investment Advisors | History | No change | 1,895 | 425 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,891 | 424 | 0.0% | 0.0% | 380 | -251 | -11.72% | Q4 2025 | Feb 06, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 1,875 | 421 | 0.28% | 0.31% | 381 | -181 | -8.8% | Q4 2025 | Jan 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,867 | 419 | 0.01% | 0.01% | 382 | +296 | 18.84% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,862 | 418 | 0.03% | 0.02% | 384 | +439 | 30.85% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,862 | 418 | 0.09% | 0.09% | 383 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,850 | 415 | 0.01% | 0.01% | 385 | -52 | -2.73% | Q4 2025 | Jan 07, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,843 | 414 | 0.02% | 0.02% | 386 | +13 | 0.71% | Q4 2025 | Jan 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,838 | 412 | 0.0% | 0.0% | 387 | -1,085 | -37.12% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | Reduced | 1,863 | 410 | 0.11% | 0.15% | 389 | -333 | -15.16% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 1,826 | 410 | 0.18% | 0.17% | 388 | +60 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,818 | 408 | 0.0% | 0.0% | 390 | +128 | 7.57% | Q4 2025 | Feb 12, 2026 |
| Selective Wealth Management, Inc. | History | No change | 1,800 | 407 | 0.13% | 0.13% | 391 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,810 | 406 | 0.08% | 0.1% | 392 | -112 | -5.83% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | Reduced | 1,806 | 405 | 0.04% | 0.13% | 393 | -925 | -33.87% | Q4 2025 | Feb 17, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,770 | 397 | 0.05% | 0.06% | 394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 1,749 | 392 | 0.24% | 0.3% | 395 | -283 | -13.93% | Q4 2025 | Jan 29, 2026 |
| WBH ADVISORY INC | History | Added to | 1,714 | 385 | 0.03% | 0.03% | 396 | +48 | 2.88% | Q4 2025 | Jan 26, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,715 | 385 | 0.04% | 0.04% | 397 | +1 | 0.06% | Q4 2025 | Mar 03, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,694 | 380 | 0.16% | 0.16% | 398 | +2 | 0.12% | Q4 2025 | Jan 28, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 1,674 | 376 | 0.11% | — | 399 | +1,674 | New | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 1,727 | 373 | 0.3% | — | 400 | +1,727 | New | Q4 2025 | Mar 02, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 1,657 | 372 | 0.23% | 0.25% | 401 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wedmont Private Capital | History | Reduced | 1,610 | 367 | 0.01% | 0.02% | 402 | -236 | -12.78% | Q4 2025 | Jan 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,632 | 366 | 0.0% | 0.01% | 403 | -1,760 | -51.89% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 1,607 | 361 | 0.02% | 0.02% | 404 | -39 | -2.37% | Q4 2025 | Jan 23, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 1,605 | 360 | 0.22% | — | 405 | +1,605 | New | Q4 2025 | Feb 04, 2026 |
| Savant Capital, LLC | History | New | 1,590 | 357 | 0.0% | — | 406 | +1,590 | New | Q4 2025 | Feb 10, 2026 |
| Busey Bank | History | New | 1,588 | 356 | 0.01% | — | 407 | +1,588 | New | Q4 2025 | Jan 27, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 1,560 | 350 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Diversified Trust Co | History | No change | 1,552 | 348 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Riggs Asset Managment Co. Inc. | History | New | 1,532 | 344 | 0.07% | — | 410 | +1,532 | New | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,501 | 337 | 0.0% | 0.0% | 411 | +76 | 5.33% | Q4 2025 | Feb 11, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Added to | 1,472 | 334 | 0.04% | 0.04% | 412 | +13 | 0.89% | Q4 2025 | Jan 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,456 | 327 | 0.0% | 0.0% | 413 | +136 | 10.3% | Q4 2025 | Feb 13, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 1,459 | 327 | 0.06% | 0.06% | 414 | +37 | 2.6% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | New | 1,442 | 324 | 0.0% | — | 416 | +1,442 | New | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Reduced | 1,446 | 324 | 0.0% | 0.0% | 415 | -6 | -0.41% | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 1,440 | 323 | 0.01% | 0.01% | 417 | -217 | -13.1% | Q4 2025 | Feb 04, 2026 |
| XY Planning Network, Inc. | History | New | 1,435 | 322 | 0.06% | — | 418 | +1,435 | New | Q4 2025 | Jan 26, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 1,437 | 322 | 0.23% | 0.31% | 419 | -507 | -26.08% | Q4 2025 | Feb 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 1,430 | 321 | 0.03% | 0.03% | 420 | -96 | -6.29% | Q4 2025 | Jan 23, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 1,424 | 319 | 0.26% | 1.58% | 422 | -7,318 | -83.71% | Q4 2025 | Jan 29, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,420 | 319 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,372 | 308 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Roundview Capital LLC | History | Added to | 1,363 | 306 | 0.02% | 0.02% | 424 | +4 | 0.29% | Q4 2025 | Feb 09, 2026 |
| Goodman Financial Corp | History | No change | 1,358 | 305 | 0.06% | 0.06% | 425 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MCF Advisors LLC | History | Added to | 1,354 | 304 | 0.02% | 0.02% | 426 | +42 | 3.2% | Q4 2025 | Feb 11, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 1,352 | 303 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | New | 1,346 | 302 | 0.02% | — | 428 | +1,346 | New | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,342 | 301 | 0.0% | 0.0% | 429 | +66 | 5.17% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 1,344 | 301 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 1,330 | 298 | 0.04% | 0.05% | 431 | -120 | -8.28% | Q4 2025 | Jan 15, 2026 |
| NorthRock Partners, LLC | History | New | 1,319 | 296 | 0.0% | — | 432 | +1,319 | New | Q4 2025 | Feb 17, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 1,318 | 296 | 0.3% | 0.32% | 433 | +1 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Sterling Investment Counsel, LLC | History | New | 1,310 | 294 | 0.08% | — | 434 | +1,310 | New | Q4 2025 | Jan 27, 2026 |
| RM Financial Services, LLC | History | New | 1,301 | 292 | 0.26% | — | 435 | +1,301 | New | Q4 2025 | Feb 11, 2026 |
| GGM Financials LLC | History | Added to | 1,298 | 291 | 0.14% | 0.15% | 436 | +1 | 0.08% | Q4 2025 | Feb 04, 2026 |
| Krilogy Financial LLC | History | Added to | 1,260 | 285 | 0.01% | 0.01% | 437 | +17 | 1.37% | Q4 2025 | Jan 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,260 | 283 | 0.01% | 0.01% | 439 | +196 | 18.42% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 1,261 | 283 | 0.07% | 0.06% | 440 | +165 | 15.05% | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,262 | 283 | 0.02% | 0.02% | 438 | +67 | 5.61% | Q4 2025 | Feb 06, 2026 |
| Monte Financial Group, LLC | History | Reduced | 1,244 | 279 | 0.1% | 0.11% | 441 | -124 | -9.06% | Q4 2025 | Jan 22, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 1,235 | 277 | 0.08% | — | 442 | +1,235 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,229 | 276 | 0.0% | 0.0% | 443 | +1,029 | 514.5% | Q4 2025 | Feb 02, 2026 |
| RVW Wealth, LLC | History | No change | 1,209 | 271 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KW WEALTH MANAGEMENT LLC | History | No change | 1,204 | 270 | 0.41% | 0.46% | 445 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| DEUTSCHE BANK AG\ | History | New | 1,196 | 268 | 0.0% | — | 446 | +1,196 | New | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 1,185 | 266 | 0.01% | 0.02% | 447 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PFG Investments, LLC | History | Added to | 1,184 | 265 | 0.01% | 0.01% | 450 | +35 | 3.05% | Q4 2025 | Jan 26, 2026 |
| GREENLEAF TRUST | History | No change | 1,180 | 265 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,180 | 265 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 1,156 | 259 | 0.06% | 0.07% | 452 | -52 | -4.3% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | Added to | 1,154 | 259 | 0.03% | 0.04% | 451 | +1 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 1,151 | 258 | 0.07% | 0.07% | 453 | -5 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,141 | 256 | 0.0% | — | 454 | +1,141 | New | Q4 2025 | Jan 16, 2026 |
| Corps Capital Advisors, LLC | History | New | 1,124 | 252 | 0.26% | — | 455 | +1,124 | New | Q4 2025 | Feb 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,115 | 250 | 0.01% | 0.01% | 456 | +95 | 9.31% | Q4 2025 | Jan 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 1,112 | 249 | 0.02% | 0.02% | 457 | -2 | -0.18% | Q4 2025 | Feb 03, 2026 |
| Soundwatch Capital LLC | History | New | 1,096 | 246 | 0.04% | — | 458 | +1,096 | New | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 1,087 | 244 | 0.02% | 0.01% | 460 | +55 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,086 | 244 | 0.02% | 0.02% | 459 | +1 | 0.09% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | New | 1,085 | 243 | 0.0% | — | 461 | +1,085 | New | Q4 2025 | Feb 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 1,084 | 243 | 0.03% | 0.03% | 462 | +5 | 0.46% | Q4 2025 | Jan 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 1,078 | 242 | 0.04% | 0.05% | 463 | +31 | 2.96% | Q4 2025 | Feb 03, 2026 |
| FSA Advisors, Inc. | History | New | 1,065 | 239 | 0.17% | — | 464 | +1,065 | New | Q4 2025 | Feb 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,064 | 239 | 0.0% | 0.0% | 465 | -62 | -5.51% | Q4 2025 | Feb 11, 2026 |
| TSA Wealth Managment LLC | History | No change | 1,058 | 237 | 0.08% | 0.08% | 466 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 1,053 | 236 | 0.03% | 0.03% | 467 | -9 | -0.85% | Q4 2025 | Jan 29, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,045 | 234 | 0.07% | 0.07% | 468 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,037 | 233 | 0.0% | 0.0% | 469 | +1 | 0.1% | Q4 2025 | Jan 22, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 1,037 | 232 | 0.04% | 0.04% | 471 | -1 | -0.1% | Q4 2025 | Jan 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,035 | 232 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Council, LLC | History | No change | 1,036 | 232 | 0.09% | 0.1% | 472 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 1,034 | 232 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 1,028 | 230 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1,022 | 229 | 0.09% | 0.1% | 475 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 1,016 | 228 | 0.04% | 0.04% | 476 | -60 | -5.58% | Q4 2025 | Feb 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 980 | 226 | 0.0% | 0.0% | 477 | +13 | 1.34% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 998 | 224 | 0.01% | — | 478 | +998 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 989 | 222 | 0.01% | 0.01% | 480 | -140 | -12.4% | Q4 2025 | Jan 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 992 | 222 | 0.0% | 0.0% | 479 | +1 | 0.1% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 979 | 219 | 0.02% | 0.08% | 481 | -2,023 | -67.39% | Q4 2025 | Feb 03, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 972 | 218 | 0.15% | 0.15% | 482 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Marmo Financial Group, LLC | History | Added to | 967 | 217 | 0.1% | 0.1% | 483 | +1 | 0.1% | Q4 2025 | Feb 03, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | New | 945 | 212 | 0.11% | — | 485 | +945 | New | Q4 2025 | Jan 22, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 946 | 212 | 0.02% | 0.02% | 484 | -240 | -20.24% | Q4 2025 | Jan 23, 2026 |
| MONECO ADVISORS, LLC | History | New | 936 | 210 | 0.02% | — | 487 | +936 | New | Q4 2025 | Feb 04, 2026 |
| Carnegie Investment Counsel | History | No change | 939 | 210 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 934 | 209 | 0.08% | 0.1% | 488 | -84 | -8.25% | Q4 2025 | Feb 12, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 929 | 208 | 0.13% | 0.13% | 489 | +1 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Daviman Financial, LLC | History | New | 924 | 207 | 0.12% | — | 492 | +924 | New | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 922 | 207 | 0.03% | 0.05% | 491 | -446 | -32.6% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 922 | 207 | 0.04% | 0.04% | 490 | +22 | 2.44% | Q4 2025 | Feb 04, 2026 |
| M3 Advisory Group, LLC | History | No change | 910 | 204 | 0.12% | 0.13% | 493 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RiverFront Investment Group, LLC | History | New | 905 | 203 | 0.0% | — | 496 | +905 | New | Q4 2025 | Feb 05, 2026 |
| Legacy Edge Advisors, LLC | History | New | 904 | 203 | 0.02% | — | 497 | +904 | New | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 906 | 203 | 0.02% | 0.02% | 495 | -283 | -23.8% | Q4 2025 | Jan 26, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 904 | 203 | 0.01% | 0.02% | 494 | -4 | -0.44% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 900 | 202 | 0.0% | 0.0% | 499 | -6,200 | -87.32% | Q4 2025 | Feb 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 901 | 202 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | New | 898 | 201 | 0.01% | — | 502 | +898 | New | Q4 2025 | Jan 22, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 896 | 201 | 0.04% | — | 501 | +896 | New | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 895 | 201 | 0.0% | 0.0% | 500 | +218 | 32.2% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 890 | 199 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HOWE & RUSLING INC | History | New | 880 | 197 | 0.01% | — | 504 | +880 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 872 | 196 | 0.19% | — | 505 | +872 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 837 | 188 | 0.06% | 0.07% | 506 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 829 | 186 | 0.03% | 0.03% | 507 | -1 | -0.12% | Q4 2025 | Jan 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 760 | 170 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | Reduced | 731 | 164 | 0.01% | 0.01% | 509 | -44 | -5.68% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 702 | 157 | 0.01% | — | 510 | +702 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 690 | 155 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 666 | 149 | 0.0% | — | 512 | +666 | New | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 652 | 146 | 0.02% | 0.02% | 513 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 648 | 145 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Financial Management LLC | History | New | 643 | 144 | 0.14% | — | 515 | +643 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Reduced | 634 | 142 | 0.03% | 0.12% | 516 | -1,709 | -72.94% | Q4 2025 | Jan 30, 2026 |
| Jessup Wealth Management, Inc | History | New | 635 | 142 | 0.05% | — | 517 | +635 | New | Q4 2025 | Feb 11, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 544 | 122 | 0.05% | 0.05% | 518 | +1 | 0.18% | Q4 2025 | Feb 02, 2026 |
| LRI Investments, LLC | History | No change | 537 | 120 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 506 | 113 | 0.0% | 0.0% | 520 | -64 | -11.23% | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | No change | 500 | 112 | 0.04% | 0.03% | 521 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 483 | 109 | 0.0% | 0.01% | 522 | -16 | -3.21% | Q4 2025 | Feb 13, 2026 |
| DAGCO, INC. | History | No change | 463 | 104 | 0.02% | 0.03% | 523 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| High Note Wealth, LLC | History | No change | 450 | 101 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | No change | 443 | 99 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 432 | 97 | 0.0% | 0.0% | 526 | +300 | 227.27% | Q4 2025 | Feb 05, 2026 |
| Merrithew & Thorsten Inc | History | New | 401 | 90 | 0.1% | — | 527 | +401 | New | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 379 | 85 | 0.01% | 0.01% | 528 | -18 | -4.53% | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | Added to | 378 | 84 | 0.03% | 0.03% | 529 | +28 | 8.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 365 | 82 | 0.01% | 0.01% | 530 | +171 | 88.14% | Q4 2025 | Jan 23, 2026 |
| Motiv8 Investments LLC | History | New | 360 | 81 | 0.04% | — | 531 | +360 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 357 | 80 | 0.0% | 0.0% | 532 | +38 | 11.91% | Q4 2025 | Jan 21, 2026 |
| Caldwell Trust Co | History | No change | 346 | 77 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 340 | 76 | 0.03% | 0.03% | 534 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MidFirst Bank | History | New | 325 | 73 | 0.01% | — | 535 | +325 | New | Q4 2025 | Feb 25, 2026 |
| HM PAYSON & CO | History | No change | 323 | 72 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 312 | 71 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 317 | 71 | 0.07% | 0.08% | 538 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caitlin John, LLC | History | No change | 310 | 69 | 0.05% | 0.05% | 539 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 67 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Co / SC | History | No change | 300 | 67 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 300 | 67 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | No change | 268 | 60 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 265 | 59 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | Added to | 247 | 56 | 0.01% | 0.01% | 545 | +107 | 76.43% | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 245 | 55 | 0.01% | 0.01% | 546 | -2 | -0.81% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 243 | 54 | 0.02% | 0.03% | 547 | -88 | -26.59% | Q4 2025 | Jan 22, 2026 |
| SouthState Bank Corp | History | New | 223 | 50 | 0.0% | — | 548 | +223 | New | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 210 | 47 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 201 | 45 | 0.02% | 0.08% | 550 | -489 | -70.87% | Q4 2025 | Jan 21, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 186 | 41 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 178 | 39 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 168 | 37 | 0.0% | 0.0% | 553 | +92 | 121.05% | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 165 | 37 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elyxium Wealth, LLC | History | New | 164 | 36 | 0.01% | — | 555 | +164 | New | Q4 2025 | Feb 05, 2026 |
| Bank of New Hampshire | History | New | 159 | 35 | 0.01% | — | 557 | +159 | New | Q4 2025 | Mar 16, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 159 | 35 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 155 | 34 | 0.0% | 0.0% | 560 | -476 | -75.44% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 150 | 34 | 0.0% | 0.0% | 559 | -143 | -48.81% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 155 | 34 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 133 | 30 | 0.0% | 0.0% | 562 | -3 | -2.21% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 135 | 30 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 130 | 29 | 0.0% | 0.0% | 563 | +50 | 62.5% | Q4 2025 | Jan 20, 2026 |
| Graney & King, LLC | History | Added to | 132 | 29 | 0.02% | 0.02% | 566 | +1 | 0.76% | Q4 2025 | Feb 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 132 | 29 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealth Watch Advisors, INC | History | No change | 133 | 29 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Roxbury Financial LLC | History | No change | 106 | 23 | 0.02% | 0.02% | 567 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SYM FINANCIAL Corp | History | New | 100 | 22 | 0.0% | — | 568 | +100 | New | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 96 | 21 | 0.01% | 0.01% | 569 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 86 | 19 | 0.0% | 0.0% | 570 | -354 | -80.45% | Q4 2025 | Feb 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 88 | 19 | 0.0% | — | 571 | +88 | New | Q4 2025 | Feb 10, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 89 | 19 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Key Capital Management, INC | History | New | 77 | 17 | 0.02% | — | 574 | +77 | New | Q4 2025 | Jan 26, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 77 | 17 | 0.0% | 0.0% | 573 | +3 | 4.05% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Counsel, Inc | History | New | 73 | 16 | 0.0% | — | 576 | +73 | New | Q4 2025 | Jan 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 73 | 16 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Modus Advisors, LLC | History | New | 70 | 15 | 0.0% | — | 578 | +70 | New | Q4 2025 | Feb 11, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 70 | 15 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 63 | 14 | 0.01% | — | 581 | +63 | New | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | No change | 64 | 14 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | No change | 65 | 14 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 54 | 12 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 56 | 12 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gen-Wealth Partners Inc | History | No change | 57 | 12 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 50 | 11 | 0.0% | 0.01% | 587 | -40 | -44.44% | Q4 2025 | Jan 30, 2026 |
| CKW FINANCIAL GROUP | History | No change | 50 | 11 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crewe Advisors LLC | History | No change | 51 | 11 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 45 | 10 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 46 | 10 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | New | 44 | 9 | 0.01% | — | 590 | +44 | New | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 40 | 8 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 32 | 7 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 27 | 6 | 0.0% | — | 596 | +27 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower View Wealth Management LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 29 | 6 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PFS Partners, LLC | History | No change | 30 | 6 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 26 | 5 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 23 | 5 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 17 | 3 | 0.0% | 0.0% | 601 | -34 | -66.67% | Q4 2025 | Jan 12, 2026 |
| Fairway Wealth LLC | History | New | 17 | 3 | 0.0% | — | 600 | +17 | New | Q4 2025 | Jan 28, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 10 | 2 | 0.0% | — | 605 | +10 | New | Q4 2025 | Feb 18, 2026 |
| Trust Co | History | New | 9 | 2 | 0.0% | — | 603 | +9 | New | Q4 2025 | Jan 15, 2026 |
| Founders Capital Management | History | No change | 12 | 2 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -23,248 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,753 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OmniStar Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.58% | — | -4,296 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,138 | -100.0% | Q3 2025 | Oct 30, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,770 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,611 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,316 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 2.28% | — | -2,213 | -100.0% | Q3 2025 | Dec 09, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -1,988 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.07% | — | -1,926 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,534 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Endowment Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -1,342 | -100.0% | Q3 2025 | Nov 06, 2025 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,044 | -100.0% | Q3 2025 | Nov 19, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -979 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -975 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -956 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -504 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -438 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -366 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Oct 06, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -114 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -92 | -100.0% | Q3 2025 | Feb 10, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Financial Gravity Asset Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Front Row Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |